See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,284 | $127,065-67.5% | $113,168-63.5% | $142,382-71.0% |
| Participation rate | 81.0% | 79.2%+1.7pp | 76.6%+4.4pp | 80.1%+0.8pp |
| Annual return | 16.09% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,558 | $3,442-25.7% | $2,975-14.0% | $4,299-40.5% |
| Participant deferral / active EE | $2,954 | $5,716-48.3% | $5,107-42.1% | $6,507-54.6% |
| Admin fee / account holder | $926 | $15,736-94.1% | $12,068-92.3% | $12,624-92.7% |